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Stegner Investment Associates’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Stegner Investment Associates’s Portfolio UJUL Stock Details UJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39,824
Closed -$1.05M – 22
2020
Q4 		$1.05M Hold
39,824
– – 0.89% 15
2020
Q3 		$1.02M Buy
+39,824
New +$1.02M 1.01% 14

Other funds holding UJUL

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stegner Investment Associates's UJUL Position: Q1 2021 in Review

Stegner Investment Associates sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2021, closing a stake of 39,824 shares — an estimated $1.05M sold.

Stegner Investment Associates first reported a position in UJUL in Q3 2020 and held it in 2 quarters. The position peaked at $1.05M in Q4 2020. 18 funds tracked by Wall St. Rank hold UJUL as of Q1 2021.

  • Stegner Investment Associates reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • Stegner Investment Associates sold 39,824 Innovator US Equity Ultra Buffer ETF July shares in Q1 2021, an estimated $1.05M.
  • Stegner Investment Associates first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2020 and held it in 2 quarters.
  • Stegner Investment Associates's Innovator US Equity Ultra Buffer ETF July position peaked at $1.05M in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2021.

Based on Stegner Investment Associates's 13F filing for Q1 2021, filed 19 Apr 2022.